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Connect Pendo to Microsoft 365 Copilot

Give Microsoft 365 Copilot governed access to Pendo’s 54 tools through Runlayer, with identity, policy, scanning, and audit on every call.

Set up

Add Pendo to Microsoft 365 Copilot in four steps

Admins approve the server once. Everyone in Microsoft 365 Copilot then gets it through the same governed connection.

  1. 1

    Approve Pendo in Runlayer

    Add Pendo from the catalog and choose who can use it and which of its tools are allowed.

  2. 2

    Connect Microsoft 365 Copilot to Runlayer

    Users add the Runlayer Plugin to Microsoft 365 Copilot by following Runlayer’s setup guide. Microsoft 365 Copilot reaches Pendo’s 54 tools through the Runlayer Plugin’s search and execute tools instead of listing each one.

    Microsoft 365 Copilot setup guide
  3. 3

    Sign in to Pendo

    Sign in the way Pendo requires. Runlayer holds the credentials so they stay out of the client’s configuration.

  4. 4

    Use Pendo from Microsoft 365 Copilot

    Pendo’s approved tools appear in Microsoft 365 Copilot. Every call is checked against policy and recorded.

Tools

54 Pendo tools in Microsoft 365 Copilot

Runlayer policy decides which of these Microsoft 365 Copilot users can call.

  • Account metadata schema

    Return the set of metadata fields available for accounts.

  • Acquisition trend

    Count new visitors or accounts per period - users whose first-ever interaction with the app (scope='app'), a specific page or feature (scope='page' or 'feature'), or a track event…

  • Agent analytics conversation analysis

    Lists and ranks individual AI agent conversations with per-conversation metrics.

  • Agent analytics issue analysis

    Returns issue diagnoses, flagged response tool/model usage, and user prompt content for the events of a specific detected issue cluster in AI Agent Analytics.

  • Agent analytics key metrics

    Returns key aggregate metrics for AI agent conversations with period-over-period comparison.

  • Agent analytics tracked issue analysis

    Deep-dives into a single tracked issue in AI Agent Analytics for a specific AI agent, surfacing the visitors and accounts, sampled issue explanations from detected issue clusters, the tools and…

  • Agent analytics tracked use case analysis

    Deep-dives into a single tracked use case in AI Agent Analytics for a specific AI agent, surfacing the visitors and accounts, the tools and models the agent invoked, sampled explanations, and a…

  • Aggregate entity usage

    Rank pages, features, or track events by aggregate usage over a date range, or measure a named set of them as one population.

See all 54 Pendo tools

Control

What Runlayer can see and stop in Microsoft 365 Copilot

Some controls apply to every client at the gateway. Others depend on what Microsoft 365 Copilot exposes to Runlayer.

  • Gateway policy (available)

    Every Pendo call from Microsoft 365 Copilot passes through Runlayer, where your policies can allow, alert, mask, or block it.

  • Audit trail (available)

    Each call is recorded with the user, Microsoft 365 Copilot as the client, the tool, and the policy and scanner decisions.

  • Managed browser extension (available)

    Managed Chrome, Edge, and Firefox deployments can monitor supported web-chat activity and apply prompt-time controls where the surface permits it.

  • Native enforcement adapter (not available)

    Runlayer has no device-side adapter for Microsoft 365 Copilot yet, so control happens at the gateway.

Frequently asked questions

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